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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
| FL | RA | APPROVED | 2024-03-07 |
Branch Locations
10955 Lowell Ave Ste 900, 910, 920, 100, & 200, Overland Park, KS 66210 • United States
5129 Castello Dr Ste 2, Naples, FL 34103 • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperity Advisory Group, Inc. | Overland Park | KS | 07/1989 | 01/2020 |
| Prosperity Network Of Advisors, Llc | Overland Park | KS | 11/1999 | Present |
| Cetera Advisors Llc | St Cloud | MN | 01/2013 | Present |
| Prosperity Advisors, Llc & Dba --Ss&G Wealth Management | Overland Park | KS | 05/2018 | 01/2022 |
| Propserity Advisors, Llc | Overland Park | KS | 01/2022 | Present |
| Comprehensive Retirement Solutions (Crs), Llc | Carmel | IN | 03/2022 | 01/2023 |
| Prosperity Holdings, Llc | Overland Park | KS | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1) LIVING WATERS CHRISTIAN CANOE MINISTRY INC, SAME AS OFFCE ADDRESS, FOUNDER AND VOLUNTEER DIRECTOR, START 2001, 4-10 HRS/WK 2) PROSPERITY SHARED, INC. INVESTMENT RELATED; ADDRESS SAME AS REGISTERED LOCATION; SUB S CORP, 9/1/25; POSITION: BOARD OF DIRECTORS; LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS; DESCRIPTION OF DUTIES: CORPORATION THAT OWNS PROSPERITY NETWORK OF ADVISORS, LLC. 3) MYDUCKS.ORG, SAME AS OFFICE ADDRESS, LIFE PLANNING, OVERSEEING THE MANGEMENT OF SERVICES, 2-4HR/WK 4) : UP GLOBAL ; INVESTMENT RELATED: NO SAME AS RESIDENTIAL LOCATION ; FAITH BASED INTERNATIONAL SUPPORT AGENCY ; START DATE: 01/2016 ; BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS; FOUNDING BOARD MEMBER ; 5) PROSPERITY NETWORK OF ADVISORS, LLC; INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, DBA FOR FINANCIAL AND INSURANCE SERVICES; START 09/2025 APX NUMBER OF HOURS PER WEEK: 1-3; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; TITLE: CONSULTING; DUTIES: ASSISTS WITH MEETING WITH AND SPEAKING TO ADVISORS AND RECRUITING EFFORTS 6) FIT TO RETIRE, LLC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; SUBSCRIPTION BASED SERVICE TO SUPPORT FINANCIAL ADVISORS WITH NON-FINANCIAL RETIREMENT READINESS; START 2/2014; 3-10 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER/COORDINATED INDEPENDENT DEVELOPMENT AND CONTENT TEAM. 7) PROSPERITY ADVISORS, LLC; INVESTMENT RELATED, SAME AS REGISTERED LOCATION; FINANCIAL SERVICES; STARTED: 09/2025; POSITION: BOARD OF DIRECTORS; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; DBA FOR FINANCIAL SERVICES; BOARD OF DIRECTORS 8) K STATE; INVESTMENT RELATED: NO; ADDRESS: 22201 W INNOVATION DR OLATHE, KS 66061; NATURE OF BUSINESS: ADVISORY BOARD MEMBER; STARTED: 9/2021; ADVISORY BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: VOLUTEREER MEMBER OF COMMUNITY ADVISORY BOARD; 9) NAME OF OTHER BUSINESS: LITERACY KC; INVESTMENT RELATED: NO; ADDRESS: 3 NUMBER OF HOURS DURING TRADING HOURS: 1 ;3036 TROOST AVE KANSAS CITY, MO 64109; NATURE OF BUSINESS: ADVISORY BOARD MEMBER; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER/TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ADVISORY BOARD MEMBER, TREASURER; 10) NAME OF OTHER BUSINESS: PFP; INVESTMENT RELATED: NO; ADDRESS: 1324 LOVERS LN , 343 JUSTIN HALL MANHATTAN, KT 66505; NATURE OF BUSINESS: ADVISORY BOARD MEMBER; START DATE: 6/2020; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ADVISORY BOARD MEMBER; 11) PROSPERITY TAX CENTER, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS TO CPA; 12) PROSPERITY HOLDINGS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC TO RECEIVE INCOME FROM PROSPERITY ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-30 |
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